Sponsored

The Analysis of Evergreen Wealth Partners LLC's Holdings & P&L

Currently, Evergreen Wealth Partners LLC holds 84 types of securities in its portfolio with a total value $130.9M. In the most recent quarter, they have increased their positions in CGDV (+99.7K shares, valued at $4.2M), VGIT (+67.7K shares, valued at $4.0M), CGGO (+52.2K shares, valued at $1.7M); decreased their positions in PAAA (-24.6K shares, valued at $1.3M), PULS (-25.2K shares, valued at $1.2M), JPST (-21.3K shares, valued at $1.1M); initiated new positions in VGIT (+67.7K shares, valued at $4.0M), CGNG (+49.2K shares, valued at $1.6M), PYLD (+53.5K shares, valued at $1.4M).

1M P&L

+1.2M+0.85%

3M P&L

-7.4M-5.14%

HY P&L

-11.2M-7.54%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A110.7M

86.4%

2Credit Services2.3M

1.8%

3Discount Stores2.0M

1.6%

Top Industries by Stock Count

1N/A49 stocks

62.0%

2Drug Manufacturers - General4 stocks

5.1%

3Restaurants3 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VONG VANGUARD SCOTTSDALE FDS170.9K shares0.66%2026-03-312026-05-08

SPIB SPDR SERIES TRUST550.3K shares9.17%2026-03-312026-05-08

SPTI SPDR SERIES TRUST387.1K shares6.38%2026-03-312026-05-08

CGDV CAPITAL GROUP DIVIDEND VALUE233.1K shares74.78%2026-03-312026-05-08

VGIT VANGUARD SCOTTSDALE FDS67.7K sharesnew addition2026-03-312026-05-08

IWF ISHARES TR9.0K shares-2.49%2026-03-312026-05-08

IVV ISHARES TR5.3K shares97.83%2026-03-312026-05-08

MINO PIMCO ETF TR75.0K shares42.10%2026-03-312026-05-08

Sponsored

SHYM BLACKROCK ETF TRUST II151.3K shares23.20%2026-03-312026-05-08

DFIV DIMENSIONAL ETF TRUST54.1K shares114.34%2026-03-312026-05-08

CGGO CAPITAL GROUP GBL GROWTH EQT74.7K shares230.93%2026-03-312026-05-08

PULS PGIM ETF TR43.5K shares-36.66%2026-03-312026-05-08

V VISA INC7.0K shares-6.33%2026-03-312026-05-08

PAAA PGIM ETF TR41.1K shares-37.43%2026-03-312026-05-08

DYNF BLACKROCK ETF TRUST35.6K shares86.90%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION2.0K shares-1.59%2026-03-312026-05-08

Sponsored

AAPL APPLE INC6.8K shares-3.39%2026-03-312026-05-08

MSFT MICROSOFT CORP4.4K shares1.32%2026-03-312026-05-08

MUSA MURPHY USA INC3.3K shares0.00%2026-03-312026-05-08

EVTR MORGAN STANLEY ETF TRUST31.3K shares18.04%2026-03-312026-05-08

CGNG CAPITAL GROUP NEW GEOGRAPHY49.2K sharesnew addition2026-03-312026-05-08

IHI ISHARES TR26.9K shares-37.85%2026-03-312026-05-08

PYLD PIMCO ETF TR53.5K sharesnew addition2026-03-312026-05-08

JPST J P MORGAN EXCHANGE TRADED F27.6K shares-43.63%2026-03-312026-05-08

Sponsored

IDMO INVESCO EXCH TRADED FD TR II24.7K shares60.38%2026-03-312026-05-08

ITA ISHARES TR5.3K shares11.68%2026-03-312026-05-08

IGF ISHARES TR16.8K shares345.15%2026-03-312026-05-08

SUSA ISHARES TR7.9K shares-10.01%2026-03-312026-05-08

FEGE RBB FUND TRUST20.3K shares313.59%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON3.8K shares-2.95%2026-03-312026-05-08

TSLA TESLA INC2.2K shares1.27%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares0.70%2026-03-312026-05-08

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T7.3K shares14.10%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares-4.65%2026-03-312026-05-08

JGRO J P MORGAN EXCHANGE TRADED F7.7K shares5.53%2026-03-312026-05-08

INMU BLACKROCK ETF TRUST II26.6K shares2.60%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR1.1K shares-2.44%2026-03-312026-05-08

CGCB CAPITAL GRP FIXED INCM ETF T23.6K sharesnew addition2026-03-312026-05-08

SMMU PIMCO ETF TR10.9K shares0.69%2026-03-312026-05-08

TFLO ISHARES TR10.5K shares0.01%2026-03-312026-05-08

Sponsored

DSI ISHARES TR4.3K shares36.75%2026-03-312026-05-08

PAB PGIM ETF TR12.0K shares1.31%2026-03-312026-05-08

FLMI FRANKLIN TEMPLETON ETF TR19.8K shares35.74%2026-03-312026-05-08

ALPHABET INC ALPHABET INC1.5K shares-15.35%2026-03-312026-05-08

PEP PEPSICO INC2.8K shares-7.87%2026-03-312026-05-08

IQLT ISHARES TR9.2K shares0.67%2026-03-312026-05-08

VB VANGUARD INDEX FDS1.6K shares0.32%2026-03-312026-05-08

ABBV ABBVIE INC1.9K shares0.16%2026-03-312026-05-08

Sponsored

MCD MCDONALDS CORP1.3K shares-6.92%2026-03-312026-05-08

VOE VANGUARD INDEX FDS2.1K shares3.65%2026-03-312026-05-08

MUR MURPHY OIL CORP9.3K shares0.00%2026-03-312026-05-08

HD HOME DEPOT INC1.1K shares0.36%2026-03-312026-05-08

MINT PIMCO ETF TR3.4K shares1.05%2026-03-312026-05-08

NKE NIKE INC6.0K shares-9.62%2026-03-312026-05-08

IBDS ISHARES TR13.1K shares-0.34%2026-03-312026-05-08

ABT ABBOTT LABORATORIES3.1K shares0.26%2026-03-312026-05-08

Sponsored

IBDR ISHARES TR13.0K shares-0.38%2026-03-312026-05-08

NVDA NVIDIA CORPORATION1.8K shares16.98%2026-03-312026-05-08

XOM EXXON MOBIL CORP1.8K shares-8.45%2026-03-312026-05-08

ESGV VANGUARD WORLD FD2.7K shares2.60%2026-03-312026-05-08

SMH VANECK ETF TRUST718 shares-4.52%2026-03-312026-05-08

ALPHABET INC ALPHABET INC930 shares15.24%2026-03-312026-05-08

DIS DISNEY WALT CO2.8K shares-13.64%2026-03-312026-05-08

NEE NEXTERA ENERGY INC2.8K shares-1.02%2026-03-312026-05-08

Sponsored

SBUX STARBUCKS CORP2.9K shares-11.00%2026-03-312026-05-08

BROS DUTCH BROS INC5.0K shares7.10%2026-03-312026-05-08

IBDU ISHARES TR11.0K shares-0.53%2026-03-312026-05-08

VOOG VANGUARD ADMIRAL FDS INC622 shares-13.61%2026-03-312026-05-08

IBDT ISHARES TR10.0K shares-0.58%2026-03-312026-05-08

O REALTY INCOME CORP4.0K shares-2.15%2026-03-312026-05-08

AMZN AMAZON COM INC1.2K shares8.81%2026-03-312026-05-08

ORCL ORACLE CORP1.6K shares6.73%2026-03-312026-05-08

Sponsored

SPY STATE STR SPDR S&P 500 ETF T361 shares0.00%2026-03-312026-05-08

MA MASTERCARD INCORPORATED457 shares-10.39%2026-03-312026-05-08

SHEL SHELL PLC2.4K sharesnew addition2026-03-312026-05-08

NFLX NETFLIX INC.2.3K shares2.57%2026-03-312026-05-08

NOBL PROSHARES TR2.1K shares0.00%2026-03-312026-05-08

ATO ATMOS ENERGY CORP1.2K sharesnew addition2026-03-312026-05-08

PFE PFIZER INC7.8K sharesnew addition2026-03-312026-05-08

SYK STRYKER CORPORATION654 shares-12.68%2026-03-312026-05-08

Sponsored

MUNI PIMCO ETF TR4.1K shares0.82%2026-03-312026-05-08

LLY ELI LILLY & CO225 shares2.74%2026-03-312026-05-08

QUAL ISHARES TR1.1K shares0.28%2026-03-312026-05-08

CLM CORNERSTONE STRATEGIC INVEST11.5K sharesnew addition2026-03-312026-05-08

VONG

VANGUARD SCOTTSDALE FDS

0.66%

Shares170.9K

Event2026-03-31

Filed2026-05-08

SPIB

SPDR SERIES TRUST

9.17%

Shares550.3K

Event2026-03-31

Filed2026-05-08

SPTI

SPDR SERIES TRUST

6.38%

Shares387.1K

Event2026-03-31

Filed2026-05-08

CGDV

CAPITAL GROUP DIVIDEND VALUE

74.78%

Shares233.1K

Event2026-03-31

Filed2026-05-08

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares67.7K

Event2026-03-31

Filed2026-05-08

IWF

ISHARES TR

-2.49%

Shares9.0K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

97.83%

Shares5.3K

Event2026-03-31

Filed2026-05-08

MINO

PIMCO ETF TR

42.10%

Shares75.0K

Event2026-03-31

Filed2026-05-08

SHYM

BLACKROCK ETF TRUST II

23.20%

Shares151.3K

Event2026-03-31

Filed2026-05-08

DFIV

DIMENSIONAL ETF TRUST

114.34%

Shares54.1K

Event2026-03-31

Filed2026-05-08

CGGO

CAPITAL GROUP GBL GROWTH EQT

230.93%

Shares74.7K

Event2026-03-31

Filed2026-05-08

PULS

PGIM ETF TR

-36.66%

Shares43.5K

Event2026-03-31

Filed2026-05-08

VISA INC

-6.33%

Shares7.0K

Event2026-03-31

Filed2026-05-08

PAAA

PGIM ETF TR

-37.43%

Shares41.1K

Event2026-03-31

Filed2026-05-08

DYNF

BLACKROCK ETF TRUST

86.90%

Shares35.6K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION

-1.59%

Shares2.0K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-3.39%

Shares6.8K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

1.32%

Shares4.4K

Event2026-03-31

Filed2026-05-08

MUSA

MURPHY USA INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-08

EVTR

MORGAN STANLEY ETF TRUST

18.04%

Shares31.3K

Event2026-03-31

Filed2026-05-08

CGNG

CAPITAL GROUP NEW GEOGRAPHY

New

Shares49.2K

Event2026-03-31

Filed2026-05-08

IHI

ISHARES TR

-37.85%

Shares26.9K

Event2026-03-31

Filed2026-05-08

PYLD

PIMCO ETF TR

New

Shares53.5K

Event2026-03-31

Filed2026-05-08

JPST

J P MORGAN EXCHANGE TRADED F

-43.63%

Shares27.6K

Event2026-03-31

Filed2026-05-08

IDMO

INVESCO EXCH TRADED FD TR II

60.38%

Shares24.7K

Event2026-03-31

Filed2026-05-08

ITA

ISHARES TR

11.68%

Shares5.3K

Event2026-03-31

Filed2026-05-08

IGF

ISHARES TR

345.15%

Shares16.8K

Event2026-03-31

Filed2026-05-08

SUSA

ISHARES TR

-10.01%

Shares7.9K

Event2026-03-31

Filed2026-05-08

FEGE

RBB FUND TRUST

313.59%

Shares20.3K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

-2.95%

Shares3.8K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

1.27%

Shares2.2K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

0.70%

Shares1.3K

Event2026-03-31

Filed2026-05-08

XMHQ

INVESCO EXCHANGE TRADED FD T

14.10%

Shares7.3K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

-4.65%

Shares1.4K

Event2026-03-31

Filed2026-05-08

JGRO

J P MORGAN EXCHANGE TRADED F

5.53%

Shares7.7K

Event2026-03-31

Filed2026-05-08

INMU

BLACKROCK ETF TRUST II

2.60%

Shares26.6K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

-2.44%

Shares1.1K

Event2026-03-31

Filed2026-05-08

CGCB

CAPITAL GRP FIXED INCM ETF T

New

Shares23.6K

Event2026-03-31

Filed2026-05-08

SMMU

PIMCO ETF TR

0.69%

Shares10.9K

Event2026-03-31

Filed2026-05-08

TFLO

ISHARES TR

0.01%

Shares10.5K

Event2026-03-31

Filed2026-05-08

DSI

ISHARES TR

36.75%

Shares4.3K

Event2026-03-31

Filed2026-05-08

PAB

PGIM ETF TR

1.31%

Shares12.0K

Event2026-03-31

Filed2026-05-08

FLMI

FRANKLIN TEMPLETON ETF TR

35.74%

Shares19.8K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-15.35%

Shares1.5K

Event2026-03-31

Filed2026-05-08

PEP

PEPSICO INC

-7.87%

Shares2.8K

Event2026-03-31

Filed2026-05-08

IQLT

ISHARES TR

0.67%

Shares9.2K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

0.32%

Shares1.6K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

0.16%

Shares1.9K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

-6.92%

Shares1.3K

Event2026-03-31

Filed2026-05-08

VOE

VANGUARD INDEX FDS

3.65%

Shares2.1K

Event2026-03-31

Filed2026-05-08

MUR

MURPHY OIL CORP

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

0.36%

Shares1.1K

Event2026-03-31

Filed2026-05-08

MINT

PIMCO ETF TR

1.05%

Shares3.4K

Event2026-03-31

Filed2026-05-08

NKE

NIKE INC

-9.62%

Shares6.0K

Event2026-03-31

Filed2026-05-08

IBDS

ISHARES TR

-0.34%

Shares13.1K

Event2026-03-31

Filed2026-05-08

ABT

ABBOTT LABORATORIES

0.26%

Shares3.1K

Event2026-03-31

Filed2026-05-08

IBDR

ISHARES TR

-0.38%

Shares13.0K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

16.98%

Shares1.8K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

-8.45%

Shares1.8K

Event2026-03-31

Filed2026-05-08

ESGV

VANGUARD WORLD FD

2.60%

Shares2.7K

Event2026-03-31

Filed2026-05-08

SMH

VANECK ETF TRUST

-4.52%

Shares718

Event2026-03-31

Filed2026-05-08

ALPHABET INC

15.24%

Shares930

Event2026-03-31

Filed2026-05-08

DIS

DISNEY WALT CO

-13.64%

Shares2.8K

Event2026-03-31

Filed2026-05-08

NEE

NEXTERA ENERGY INC

-1.02%

Shares2.8K

Event2026-03-31

Filed2026-05-08

SBUX

STARBUCKS CORP

-11.00%

Shares2.9K

Event2026-03-31

Filed2026-05-08

BROS

DUTCH BROS INC

7.10%

Shares5.0K

Event2026-03-31

Filed2026-05-08

IBDU

ISHARES TR

-0.53%

Shares11.0K

Event2026-03-31

Filed2026-05-08

VOOG

VANGUARD ADMIRAL FDS INC

-13.61%

Shares622

Event2026-03-31

Filed2026-05-08

IBDT

ISHARES TR

-0.58%

Shares10.0K

Event2026-03-31

Filed2026-05-08

REALTY INCOME CORP

-2.15%

Shares4.0K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

8.81%

Shares1.2K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

6.73%

Shares1.6K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares361

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED

-10.39%

Shares457

Event2026-03-31

Filed2026-05-08

SHEL

SHELL PLC

New

Shares2.4K

Event2026-03-31

Filed2026-05-08

NFLX

NETFLIX INC.

2.57%

Shares2.3K

Event2026-03-31

Filed2026-05-08

NOBL

PROSHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-08

ATO

ATMOS ENERGY CORP

New

Shares1.2K

Event2026-03-31

Filed2026-05-08

PFE

PFIZER INC

New

Shares7.8K

Event2026-03-31

Filed2026-05-08

SYK

STRYKER CORPORATION

-12.68%

Shares654

Event2026-03-31

Filed2026-05-08

MUNI

PIMCO ETF TR

0.82%

Shares4.1K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

2.74%

Shares225

Event2026-03-31

Filed2026-05-08

QUAL

ISHARES TR

0.28%

Shares1.1K

Event2026-03-31

Filed2026-05-08

CLM

CORNERSTONE STRATEGIC INVEST

New

Shares11.5K

Event2026-03-31

Filed2026-05-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available